Trajan Wealth
A+ Grade
Estate Planning Law in Sunrise
Showing 1 - 1 of 1 results
Financial Advising
•
La Paloma
(3 reviews)
Closed · Tuesday
$ - $$
Nate is awesome! He always gives such great advice with a calm and understanding attitude. Even when the “climate” is...
see more
Searches Related to:
100%
Satisfaction
100%
Response Rate
100%
As Described
$ - $$
This service is listed on HandyHubb but has not been claimed yet. Pricing and details may vary.
N
Sam has done a great job holding our hand and patiently explaining all options for a (hopefully) early retirement. We have been a Trajan client since 2021 and have been very happy with our experience!
About Trajan Wealth
Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.
Reviews
(3) Reviews for this company
N
Neil P. Jones
5
Sam has done a great job holding our hand and patiently explaining all options for a (hopefully) early retirement. We have been a Trajan client since 2021 and have been very happy... Sam has done a great job holding our hand and patiently explaining all options for a (hopefully) early retirement. We have been a Trajan client since 2021 and have been very happy with our experience! Read More
L
Luis Santiago
5
Tim Lambros was fantastic. He was patient and informative. He gave us a great sense of peace and comfort in these ever changing financial times. We look forward to our continued re... Tim Lambros was fantastic. He was patient and informative. He gave us a great sense of peace and comfort in these ever changing financial times. We look forward to our continued relationship with Tim and the entire team. Read More
J
Jenna Lott
5
Nate is awesome! He always gives such great advice with a calm and understanding attitude. Even when the “climate” is changing, Nate give us a peace of mind regarding our investmen... Nate is awesome! He always gives such great advice with a calm and understanding attitude. Even when the “climate” is changing, Nate give us a peace of mind regarding our investments and retirement accounts. If you are not using Trajan, you … More Read More